BETA

SUN FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
SUN FAMILY FOUNDATION (EIN 33-0868088)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-14
IRS object ID
201633199349103403
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-11-14T23:31:32-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331197384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERSEN TAX LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14 PARK PLAZA STE 450AddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92614ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330868088EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE DAVID AND DIANA SUN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDAVIBusinessNameControlTxt
Phone7144352640PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 8566AddressLine1Txt
CityFOUNTAIN VALLEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92728ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID SUNPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7144352640PhoneNum
Signature2016-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIEL J ROBERTSPreparerPersonNm
PTINP01489269PTIN
Phone9498854550PhoneNum
Preparation2016-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$20,932,206FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2,475InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,475InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$461,339DividendsRevAndExpnssAmt
Dividends Net Invst Incm$461,339DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$35,244NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,801,693GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$499,058TotalRevAndExpnssAmt
Total Net Invst Incm$463,814TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$20,300AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$10,150AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$10,150AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$11,596TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,006TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$141,253OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$139,894OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$1,359OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$173,149TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$152,050TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$11,509TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,599,093ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,599,093ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,772,242TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$152,050TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$4,610,602TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,273,184ExcessRevenueOverExpensesAmt
Net Investment Income$311,764NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$12,838,670SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,137,522SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,137,522SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$12,210,792CorporateStockBOYAmt
Corporate Stock EOY$19,775,206CorporateStockEOYAmt
Corporate Stock EOYFMV$19,775,206CorporateStockEOYFMVAmt
Other Assets BOY$13,080,773OtherAssetsBOYAmt
Other Assets EOY$19,478OtherAssetsEOYAmt
Other Assets EOYFMV$19,478OtherAssetsEOYFMVAmt
Total Assets BOY$38,130,235TotalAssetsBOYAmt
Total Assets EOY$20,932,206TotalAssetsEOYAmt
Total Assets EOYFMV$20,932,206TotalAssetsEOYFMVAmt
Other Liabilities BOY$11,788,989OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$11,788,989TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$26,341,246UnrestrictedBOYAmt
Unrestricted EOY$20,932,206UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$26,341,246TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$20,932,206TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$38,130,235TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$20,932,206TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$26,341,246TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,273,184ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$22,068,062SubtotalAmt
Other Decreases$1,135,856OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$20,932,206TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED STOCKPropertyDesc
How AcquiredDHowAcquiredCd
Gross Sales Price$1,801,693GrossSalesPriceAmt
Cost Or Other Basis$1,804,689CostOrOtherBasisAmt
Gain Or Loss-$2,996GainOrLossAmt
Gains Minus Excess Or Losses-$2,996GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$2,996CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$2,996NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,905,727AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,511,576NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.422408DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,818,551AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,652,736NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.705385DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,744,329AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$629,727NetVlNoncharitableAssetsYr3Amt
Distribution Yr32.769977DistributionYr3Rt
Adjusted Qlfy Distri Yr4$3,242,985AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,465,510NetVlNoncharitableAssetsYr4Amt
Distribution Yr42.212871DistributionYr4Rt
Adjusted Qlfy Distri Yr5$3,662,417AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$152,179NetVlNoncharitableAssetsYr5Amt
Distribution Yr524.066507DistributionYr5Rt
Total Distribution31.177148TotalDistributionRt
Average Distribution6.235430AverageDistributionRt
Net Vl Noncharitable Assets$23,170,604NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$144,478,679AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,118NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$144,481,797AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$4,610,602QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,235InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6,235SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6,235TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$29,459EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$40,000AppliedToEsTaxAmt
Total Payments And Credits$69,459TotalPaymentsAndCreditsAmt
Overpayment$63,224OverpaymentAmt
Applied To ES Tax$63,224AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksALBERT KONGIndividualWithBooksNm
Phone7144352600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line117600 NEWHOPE STREETAddressLine1Txt
CityFOUNTAIN VALLEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92708ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID SUN
PO BOX 8566FOUNTAIN VALLEYCA92728PRESIDENT1.00$0$0$0
DIANA SUN
PO BOX 8566FOUNTAIN VALLEYCA92728DIRECTOR1.00$0$0$0
DARA SUN
PO BOX 8566FOUNTAIN VALLEYCA92728DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$18,774,440AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,749,016AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$23,523,456TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$23,523,456AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$352,852CashDeemedCharitableAmt
Net Vl Noncharitable Assets$23,170,604NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,158,530MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,158,530MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,235TaxBasedOnInvestmentIncomeAmt
Total Tax$6,235TotalTaxAmt
Distributable Before Adj$1,152,295DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,152,295DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,152,295DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,610,602ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$4,610,602QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$4,610,602AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,152,295DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$3,644,238ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$3,194,206ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,712,849ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,768,102ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,819,325ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$13,138,720TotalExcessDistributionCyovAmt
Qualifying Distributions$4,610,602QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,152,295AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,458,307RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$16,597,027TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$3,644,238ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$12,952,789ExcessDistriCyovToNextYrAmt
Excess From Year4$3,194,206ExcessFromYear4Amt
Excess From Year3$1,712,849ExcessFromYear3Amt
Excess From Year2$2,768,102ExcessFromYear2Amt
Excess From Year1$1,819,325ExcessFromYear1Amt
Excess From Current Year$3,458,307ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtAddress Line2RecipientForeignAddress/AddressLine2TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCd
ORANGE COUNTY COMMUNITY FOUNDATION
4041 MACARTHUR BLVD 510NEWPORT BEACHCA92660N/APCSUPPORT FOR COLLEGE EDUCATION SCHOLARSHIP$1,000,000
GUANG YUAN CHARITABLE FOUNDATION
N/ANCSUPPORT FOR EDUCATION, CULTURAL AND SOCIAL WELFARE$1,392,700NO 1-5 LIXING 1ST ROAD HSINCHUSCIENCE PARKTAIPEITW
MACKAY JUNIOR COLLEGE OF MEDICINE NURSING AND MANAGEMENT
N/ANCEDUCATION FOR ABORIGINAL UNDERPRIVILEGED CHILDREN$1,191,393NO 92 SHENGJING RD BEITOU DISTRICTTAIPEITW
ASIAN AMERICAN SENIOR CENTER
850 NORTH BIRCH STREETSANTA ANACA92701N/APCSUPPORT FOR EDUCATION & EMPLOYMENT SERVICE TO SENIORS IN ASIAN COMMUNITY$5,000
OCCACC SCHOLARSHIP FOUNDATOION
4000 BARRANCA PARKWAY 101JIRVINECA92604N/APCEDUCATION SCHOLARSHIPS$1,000,000
CHINESE INSTITUTE OF ENGINEERS
20651 GOLDEN SPRINGS DRIVEWALNUTCA91766N/APCSUPPORT FOR ENGINEERING SOCIETY$5,000
CESASC SCHOLARSHIP FOUNDATION
1277 HILLSIDE STREETMONTERREY PARKCA91754N/APCGENERAL SUPPORT FOR EDUCATION$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,599,093TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,475ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$461,339ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$35,244ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$499,058ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$499,058TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$20,300Amt
Net Investment Income$10,150NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$10,150DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)

Address Line1ForeignAddress/AddressLine1TxtAddress Line2ForeignAddress/AddressLine2TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtVerificationVerificationDtResults Of VerificationResultsOfVerificationTxt
GUANG YUAN CHARITABLE FOUNDATION
NO 1-5 LIXING 1ST ROAD HSINCHUSCIENCE PARKTAIPEITAIWANTW2015-12-01$1,392,700EDUCATION, CULTURAL AND SOCIAL WELFARE$0NO2/01/162016-02-16TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE.
MACKAY JUNIOR COLLEGE OF MEDICINE NURSING AND MANAGEMENT
N0 92 SHENGJING ROAD BEITOUDISTRICTTAIWANTAIWANTW2015-10-22$1,191,393EDUCATION OF ABORIGINAL UNDERPRIVILEGED CHILDREN$1,191,393NO11/05/152015-11-01TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE.

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierEXPLANATIONIdentifierTxt
Form And Line ReferenceFORM 990-PF, PART VII-A, LINE 12FormAndLineReferenceDesc
Medium ExplanationTHE INFORMATION BELOW PROVIDES DETAIL OF DISTRIBUTIONS PAID BY THE FOUNDATION DURING THE REPORTING PERIOD TO A DONOR ADVISED FUND OVER WHICH THE FOUNDATION OR A DISQUALIFIED PERSON HAD ADVISORY PRIVILEGES:RECIPIENT ORGANIZATION: ORANGE COUNTY COMMUNITY FOUNDATION AMOUNT TREATED AS QUALIFYING DISTRIBUTION: $1,000,000 HOW DISTRIBUTION ACCOMPLISHES CHARITABLE PURPOSE: THE AMOUNT DONATED TO THE DONOR ADVISED FUND LISTED ABOVE WAS USED TO FUND COLLEGE EDUCATION COSTS OF UNDERPRIVILEGED STUDENTS IN THE ORANGE COUNTY AREA.MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock1ST GLOBALStockNm
EOY Book Value$19,775,206EOYBookValueAmt
EOYFMV$19,775,206EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INVESTMENT SECURITIES SOLD RECEIVABLE$13,080,773
FEDERAL TAX REFUNDABLE$19,478$19,478

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/(LOSS) ON INVESTMENTSDesc
Amt$1,135,856Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$139,894$139,894$0$0
BANK CHARGES$40$0$0$40
STATE FILING FEES$255$0$0$255
INSURANCE$1,064$0$0$1,064

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
EXCISE TAX PAYABLE$117,884$0
INVESTMENT SECURITIES PURCHASED PAYABLE$11,671,105$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FED EXCISE TAX$9,590$0$0$0
FOREIGN TAXES PAID$2,006$2,006$0$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.